SAINTS aims to invest sustainably for income. Its approach needs to give careful consideration to environmental, social and governance factors.

Ben James gives an update on the positioning and activity of the American Fund portfolio.

Roderick Snell, investment manager of the Pacific Fund and the Pacific Horizon Investment Trust PLC, gives an update on the portfolios and explains why he believes it’s time to look East.

Ben James gives an update on the positioning and activity of the Baillie Gifford US Growth Trust portfolio.

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.

Lucy Haddow, product specialist, gives an update on the Managed Fund and its position during these challenging times.

We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.

The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.

Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.

Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.

Investment manager Toby Ross gives an update on the portfolio positioning as we deal with the current global pandemic.

Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.

Investment manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.

Monks is firmly convinced that the only way to deliver superior investment returns for shareholders is to ignore the short-term whims of the market and focus instead on committing capital for long periods of time.

As volatility returns to financial markets, Capital Hill looks at how three different types of investor might respond – from those starting out to those drawing an income in retirement.

James Dow, co-head of Baillie Gifford’s equity income strategies, argues that dividend investors should avoid traditional high-yielding stocks, which are likely to disappoint given probable constraints on their reverting to the pre-crisis mean. The task, he concludes, is to look ahead to the global, high growth companies likely to be big providers of the future.

By investing long term in a select number of exceptional growth companies, SAINTS’ managers expect to generate superior capital returns over time, alongside a growing and dependable income stream.

Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.

Healthcare is evolving rapidly to save lives. Our investors look at the innovative companies battling the coronavirus.

James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.

The antiquated freight industry is set for a shake up as new tech-savvy players look to take a slice of what is a €5.6 trillion, and growing, industry.

In a time of great uncertainty, staying positive is easier said than done. Amidst the personal and professional challenges we all face, it can be hard to remain optimistic. Our experience of investing for Positive Change tells us that optimism is the only way forward.

Jon Henry, product specialist, gives an update on The Monks Investment Trust PLC and how the portfolio is positioned in the current climate.

In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite. He reflects calmly on four key areas which will determine a company’s ability to survive the coronavirus (Covid-19) meltdown, by offering grounds for quiet optimism.

The disruption caused by the coronavirus (Covid-19) pandemic extends far beyond the narrow world of investment but, as Catharine Flood explains, within that sphere Scottish Mortgage Investment Trust remains committed to patient investment, focused on the long-term and on companies with the most potential for future growth.

Baillie Gifford’s commitment to responsible stewardship is as old as our firm. Our clients trust us to oversee and manage their investments for the long term, and stewardship of their holdings is a core part of this commitment.

With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.

Celebrating 15 years of Trust.

Over the last 20 years we have experienced several global crises, each different from the last, but with the same recurring lesson – that our long-term investment horizon, calm heads, and supportive client base, should see our Investment Trusts and Funds emerge from the current crisis at least as robustly as they entered it.

Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.

The first wave of child trust funds will mature later this year, but with £2 billion languishing in unclaimed accounts what can you do to reclaim these and other orphaned assets? Capital Hill reports.

As the new decade dawns, James Anderson, joint manager of Scottish Mortgage Investment Trust, reflects on past predictions and ponders what’s next.

A new generation of entrepreneurs is changing the way South Korea does business. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, travelled to the country’s capital to meet them.

The genius of TikTok is not just its short and prolific content. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Jemima Kiss about how the Chinese social media company has achieved worldwide success.

Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.

Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?

Malcolm Borthwick, managing editor at Baillie Gifford, talks to Rob Baltzer, joint manager of the High Yield Bond team. In this manager snapshot, Rob and Malcolm discuss headlines of the past, opportunities of the future and how we approach bond investing.

Malcolm Borthwick, managing editor at Baillie Gifford, talks to Torcail Stewart and Lesley Dunn, joint managers of the Strategic Bond team. In this manager snapshot, Torcail and Lesley discuss opportunities of the future, differentiation from competitors and tools they use to ensure effective stock picking.

Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.

Featuring the news and views of the teams involved in running our funds.

Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.

Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.

With their curiosity for learning undiminished, Monks’ investment managers share where they think their quest for learning will take them in the year ahead.

Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

‘Is age 70 the new 65?’ That is the question posed in a recent paper by the Office for National Statistics, which highlights the extent to which increasing longevity is changing traditional life milestones. The older generation is now healthier, living longer and retiring at different ages, as Capital Hill reports.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

Cement accounts for 5 per cent of global carbon emissions and Cemex, a leading Mexico-based producer lacks governance and sustainability appeal. But we cannot ignore well-financed companies whose products contribute to economic growth, least of all when they promise to travel the road to redemption. Compromise is essential.

Weakening economic conditions are prompting governments in emerging markets to tighten up their policy framework. And that additional rigour is, in turn, creating attractive investment opportunities in some bonds, according to Yannis Lykouris.

Can China survive the massive upheaval it is undergoing and emerge unscathed as a leader in the digital economy globally? Dora Bucklucikova addresses this question in Postcards from China, illustrated by Mitch Blunt.

Danish government policies in favour of wind power generation have fostered the development of Ørsted over the last decade. The dual-track approach shows how clean energy can become financially resilient, as concerns over climate change increase.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

Investment manager Toby Ross discusses recent investment, Watsco.

Two of Southeast Asia’s biggest nations are following China into rapid tech-led growth says Ewan Markson-Brown, manager of Pacific Horizon Investment Trust and co-manager of Baillie Gifford’s Pacific fund.

Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio to focus on the 40 or so companies that they believe are most likely to deliver outstanding growth over the next five to ten years.

Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.

Embracing asymmetry is one of the four golden threads that weaves together to form the Global Alpha strategy.

The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.

The opportunities in emerging markets and Asia are vast and varied. Andrew Stobart, portfolio manager of the Baillie Gifford Managed Fund, talks telecoms, semiconductors and ear implants.

Our quarterly e-zine featuring the news and views of the teams involved in running our funds.

Just because Trump says he might favour a trade deal with China, this doesn’t mean he will be supportive a few days on. Macro-noise is a risk to credit analysis and our approach is simple. Except in extremis, we take no view of it whatsoever.

The Japanese spend more per person on skincare and cosmetics than any other country. Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, tells Gillian Christie what is different about Japanese cosmetic companies.

Paul Dilworth explains why investing in European bank equities may be a better idea than many might think.

Investment manager Matthew Brett gives an update on the position of The Baillie Gifford Japan Fund PLC and discusses some examples of companies within the portfolio that show exciting growth potential.

Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.

Torcail Stewart, investment manager in Baillie Gifford’s Credit team, wants those who are investing in bonds to slow down and take some tips from island living.

ESG investing is gaining real traction. Capital Hill looks at its evolution and potential future.

Investment managers Roderick Snell and Ewan Markson-Brown believe that Asia is going to be one of the fastest-growing regions over the coming decades. And they argue that the best way to unleash this potential in your portfolio is by buying growth companies in that growth region. They call this 'Growth Squared'.

The oncology firm Novocure is extending survival rates by attacking brain cancer with electric fields. Svetlana Viteva, deputy manager of Edinburgh Worldwide Investment Trust, talks to Linda Geddes about the implications.

The extraordinary expansion of Asia’s middle class is turbocharging demand for products that provide a sense of security. Charles Plowden, manager of Monks Investment Trust tells Colin Donald why the region’s life insurance giants are well placed to reap the rewards.

The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of Shin Nippon Investment Trust and deputy manager of the Baillie Gifford Japan Trust, outlines the ingredients of lasting success.

From textbook rental to digital teaching, Chegg is disrupting higher education, as Malcolm MacColl joint deputy manager of Monks Investment Trust reports.

James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why we need to embrace risk and volatility to achieve long-term rewards.

An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.

Toby Ross on how we engage on responsible taxation.

Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?

Alex Blake talks to investment manager Gary Robinson about the exciting changes in the market and how this impacts investment decisions for the portfolio.

Karen See, joint manager of the Japanese Income Growth Fund, discusses the fund since its inception three years ago, and some key characteristics of the portfolio.

Our quarterly e-zine featuring the news and views of the teams involved in running our funds.

The automotive sector is seeing considerable change. As co-managers of the Baillie Gifford US Growth Trust, Gary Robinson and Helen Xiong, explain, this is most evident in three areas – the shift to electric vehicles, a move from ownership to on-demand use, and growth in autonomous driving.

Peru is no longer the unstable emerging market of the 1990s, but the bond market still views it as a risky place to lend to. Sally Greig explains why this misconception can be rewarding for clients.

Tens of thousands of people are entering retirement every year without taking advice – and risk jeopardising their financial security. There are potential benefits of professional advice but choosing the best financial adviser for your needs can be daunting. Capital Hill evaluates how to choose a financial adviser.

Monks’ investment process focuses on the long-term ownership of growing businesses. We encourage these companies to invest in growth opportunities and ignore the short-term pressures of the market. In the following report, we set out our approach to stewardship and explain how it fits with our investment style.

Buying a car is seldom a smooth process, so why would companies whose focus is on advertising cars for sale pique the interest of the long-term income investor? James Dow, co-manager of SAINTS, investigates.

Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential.

Our research is thorough, even in the fast-moving high yield bond market.

In this age of the internet, there is round-the-clock demand for instant connection so people can search, shop and share. The internet needs to keep working. With this in mind, we often hear about the inner workings of the so-called ‘Cloud’, and how Cloud computing servers are housed in futuristic garden sheds in the middle of distant deserts where land is cheap.

Equity investors might well see RBS as an ugly duckling, but through the lens of a credit investor, it looks rather like a swan.

The Scottish Mortgage Investment Trust Annual General Meeting (AGM) took place in Edinburgh on 27 June 2019. In addition to the business of the day, there were presentations from the Trust's managers, James Anderson and Tom Slater, which you can now watch here.

Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.

The Positive Change strategy has two objectives: to generate superior investment returns, and to contribute towards a more sustainable and inclusive world. We update on our progress towards the second of these objectives in our annual impact report.

Investment managers Moritz Sitte and Stephen Paice dispel the negative perceptions of the European market by discussing two exciting companies which exemplify the growth potential in Europe, and their investment strategy which aims to seek out European tenbaggers.

The managers of SAINTS explain the appeal of two investments which perfectly fit the trust's long-term objectives: a resilient income, with attractive growth.

As Baillie Gifford prepares to close its in-house investment trust savings scheme and transfer existing assets to investment platform Hargreaves Landsdown, Capital Hill looks at the benefits platforms bring to investors.

Stephen Paice disagrees with the conventional wisdom that European companies are uninspiring and stagnant. As he explains, research shows that stock pickers are just as likely to find a ‘big winner’ in Europe as the US.

Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies.

Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.

Industrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.

Our quarterly e-zine featuring the news and views of the teams involved in running our funds.

Since 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.

In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

In our first Global Stewardship Governance and Sustainability Report, we reflect on the process of founding Global Stewardship, with particular focus on why we opted to take a slightly different approach to the task of investing responsibly.

In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.

The Positive Change team use the United Nations Sustainable Development Goals to help identify and measure the contribution that individual companies are making to solving the global challenges that are facing our planet. So, what are they? And how do we use them?

There are many ways in which businesses can support the transition to a more sustainable world for current and future generations, so to make it easier for us to think about and articulate how companies are addressing global challenges, we have created four impact themes. Meet the members of the Positive Change team as they introduce the four themes.

In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.

Almost unnoticed, Japanese management is changing for the better. Head of Japan Donald Farquharson looks at the transformation drawing on the experience of three decades of engagement.

As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.

In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors.

In the second in his series of reflections following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?

What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.

The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.

Baillie Gifford’s 'Short Briefings on Long Term Thinking' podcast brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. In Episode 1, Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.

Lucy Isles and Robert Baltzer reflect on their team's focus on resilience and good governance.

Investment Manager Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.

ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.

Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages, targeting large opportunities. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time. Watch the film to discover how you could invest in this progress too.

Hollywood, California might be the first location you think of with regard to large-budget film blockbusters, but if you want to make one, there’s another “wood” that’s equally important. The fixed income team takes a look at the iconic Pinewood Studios and why they believe it is set to be centre stage in the film and TV industry for many years to come.

The search for new investment ideas can be a demanding journey. Joe Faraday draws comparisons with some of history’s great explorers and explains why he is excited by opportunities that lie beyond the horizon.

The Baillie Gifford US Equities team believes extended research trips are a valuable way of gaining deeper insight into companies and disruptive industries. Kirsty Gibson recently spent time in the US finding out about Synthetic Biology.

Investment manager Brian Lum explores how their radar framework helps Baillie Gifford’s International Smaller Companies team to uncover exciting small businesses around the world.

The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.

Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?

Many things affect the ebb and flow of an economy, especially in these interesting times. Surely what our politicians do and say reflects on the financial markets? Gerald Smith considers how much politics might really matter.

Lucy Isles explains how the High Yield Bond team has incorporated ESG into its investment process, seeing it not just as a tool for managing risk, but for identifying investment opportunities too.

Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.

Identifying businesses that will produce high levels of long-term earnings growth is critical to creating outperformance over the long term. Monks’ managers explain what it is they are looking for.

Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.

We view the Emerging Markets Bond Fund not as risking money in emerging markets, but investing in the future shape of the world. We take an active management approach to help us pick the winning countries. Discover how we aim to go about doing just that for our Emerging Markets Bond Fund clients.

We are committed to the individual companies in which we invest. So when bad things happen, James Anderson thinks we should be honouring that commitment and our long-term perspective by tailoring our engagement to the specifics of the situation and the company involved.

We believe growth comes in many different shapes and sizes. So why settle for just one when you can choose the Monks Investment Trust and let us help you find four different ways to seek out growth, all at the same time?

Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.

Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.

Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.

The impact of ever-faster networks and complex systems is all around us. Tom Slater reflects on the implications of our accelerating connectedness in an increasingly ‘complexified’ world.

James Anderson explains why Scottish Mortgage’s portfolio makes him optimistic about the future, despite the sound and fury of recent headlines.

Results season has been in full swing for the last few months. James Dow and Toby Ross, co-managers of SAINTS, chalk up the scores at the end of a year that has left them feeling optimistic about the future.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.

Douglas Brodie, portfolio manager of the Baillie Gifford Global Discovery fund, discusses the philosophy that underpins the strategy and the ways in which the team identifies small companies with growth potential.

Tom Slater shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek.

Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity.

Rob Baltzer of the Baillie Gifford High Yield Bonds team takes a look at how, in a world where cash purchases are on the decline and e-commerce is on the rise, WorldPay is part of the technological backbone supporting digital transactions.

Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.

Iain McCombie and Milena Mileva, co-managers of the Baillie Gifford UK Growth Fund, talk to Heather Farmbrough about their new portfolio and five of their favourite growth stocks.

How are regulators thinking about the rapid growth of the tech titans? Spencer Adair, joint deputy manager of the Monks Investment Trust, went to the world’s capital of regulation to find out.

Innovation is often born out of necessity. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, tells Joji Sakurai that Japan’s staff shortages have sparked creativity and investment opportunities.

When Tom Slater first came across Airbnb’s Brian Chesky, he didn’t spot the magic. Here the joint manager of Scottish Mortgage Investment Trust explains why he changed his mind.

The growth of intangible assets changes not only the industrial landscape but also the way investors need to do their homework, as new MPC member Jonathan Haskel explains to Edward Russell-Walling.

A strong company culture is often a source of competitive advantage. Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, talks to Colin Donald about why it’s so important to ask companies about their culture.

James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about the implications of Hendrik Bessembinder’s extraordinary research.

The Annual General Meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, co-managers James Anderson and Tom Slater made presentations and you can read the highlights here.

Charles Plowden, Malcolm MacColl and Spencer Adair review the last twelve months as managers of The Monks Investment Trust portfolio.

Milena Mileva and Iain McCombie, co-managers of the Baillie Gifford UK Growth Fund plc, give an overview of the trust following the board’s decision to move the mandate to Baillie Gifford.

Why objects that can see will transform society.

By being nimble and patient, by joining the dots to find left of field insights and by looking at the world through both a telescope and a microscope, we can find opportunities in corporate bond markets that others may miss. Discover how we go about this.

The Baillie Gifford Corporate Bond Fund is changing its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment, the name is changing but the great recipe remains the same.

Brazil and the UK might be miles apart, but they do share at least one surprising commonality: a 3% inflation rate. As Sally Greig explains, structural changes in Brazil are starting to have an impact on the country’s changing fortunes.

Praveen Kumar, portfolio manager, explains how a tight employment market and developments in healthcare are driving stock selection in the Shin Nippon portfolio. He also outlines some of the areas that contributed significantly to the performance over the past 12 months, as well as those which offer exciting prospects for the future.

James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba.

James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon as and why he believes it will remain a dominant company in the future.

Tom Slater, joint manager of Scottish Mortgage, discusses why he thinks biotech company Bolt Threads has the potential to transform the apparel industry.

Tom Slater, joint manager of Scottish Mortgage, discusses industrial technology company Uptake, which uses data science to enable people and machines to work better together.

European company Spotify is on its way to becoming a global leader. James Anderson, joint manager of Scottish Mortgage, shares his enthusiasm for Spotify and its founder.

Why we are launching the Baillie Gifford US Growth Trust plc.

Following a meeting with Jack Ma of Alibaba, James Anderson considers the importance of data to our future, and anticipates the pivotal role China will play in shaping what is to come.

The annual meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, there were presentations from the Trust’s managers, James Anderson and Tom Slater. This summary includes several short audio clips recorded on the day.

Historical precedence would indicate that technological progress doesn’t cause long-run unemployment. With the phenomenal progress now being made in artificial intelligence, investment manager Lawrence Burns looks at why the new challenges it presents won’t change that.

Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.

With the power to transform every trade and every industry, artificial intelligence (AI) is the future that is here today. Investment manager Lawrence Burns reflects on some of the recent developments in the field and speculates on what the brave and wonderful new world of AI might mean for us all.

The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.

Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.